Keep QuickBooks for the books. Workd takes orders by voice, follows up on open invoices and brings quiet customers back, and every order and payment lands in QuickBooks Online.
What syncs with QuickBooks Online
QuickBooks is where most distributors start, and for good reason. It is approachable and handles the accounting fundamentals well, and QuickBooks Online works from anywhere.
As you grow, the gap shows. Sales wants mobile access, customers expect instant answers and AR is buried in manual follow-up. The old answer was a big ERP migration. Workd adds what is missing on top, and QuickBooks keeps doing the accounting.
Your team talks to their Workd agent the way they would talk to a colleague. Workd does the typing.
✓Sales order created in QuickBooks
✓Answered from QuickBooks inventory items
✓Open invoices read from QuickBooks before the call
✓Reactivation calls queued from QuickBooks sales history
Reps place orders out loud on site, and Workd creates the sales order in QuickBooks.
Workd calls about open invoices, takes payment commitments and hands off to a person when needed.
Ask about stock, get reorder alerts and see projections built from your sales patterns.
Workd finds accounts that went quiet and reaches out to get them ordering again.
Rep performance, product trends and customer health beyond the built-in QuickBooks reports.
Customers check order status and invoices any hour by phone or chat, from your QuickBooks data.
The QuickBooks Online accounting API for customers, items, orders and invoices.
QuickBooks tells Workd when data changes, so answers stay current.
You authorize Workd from your QuickBooks account, and can revoke access any time.
No. QuickBooks stays your accounting system. Workd adds ordering, follow-up and customer service on top and writes the results back.
This integration is built for QuickBooks Online. If you run Desktop, tell us on the demo and we will walk through the options.
Most teams are live in two to four weeks. You authorize the connection from your QuickBooks account and we handle the rest.
Sales orders, customer updates and payment notes. You choose what she can read and what she can write.
Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.
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